| | |
| | |
Assessment - Dow Jones Utility Average - 4/15/24 - RS = 39
⇐
| |
|
⇓instrument |
freshest |
⇓ Δday |
4/15/24 |
⇓ Δwk |
7/17/23 |
prc diff |
⇓ Δ39 |
|
∅-RS |
| |  |
 |
 |
|
L |
 |
DJUA |
869.470 |
Fri |
1.07 |
848.760 |
2.44 |
916.260 |
-67.500 |
-7.37 |
|
-3.35 |
| | |
|
|
|
L |
|
PSEG |
65.610 |
Fri |
0.78 |
65.200 |
0.63 |
62.920 |
2.280 |
3.62 |
|
5.73 |
| | |
|
|
|
|
|
Duke Energy |
96.785 |
Fri |
0.89 |
94.130 |
2.82 |
91.780 |
2.350 |
2.56 |
|
1.53 |
| | |
|
|
|
L |
|
FirstEnergy |
38.050 |
Fri |
1.12 |
37.400 |
1.74 |
39.240 |
-1.840 |
-4.69 |
|
0.17 |
| | |
|
|
|
S |
|
Edison International |
69.275 |
Fri |
1.68 |
67.880 |
2.06 |
69.890 |
-2.010 |
-2.88 |
|
-0.53 |
| | |
|
|
|
L |
|
AEP |
83.505 |
Fri |
1.14 |
80.910 |
3.21 |
85.480 |
-4.570 |
-5.35 |
|
-0.68 |
| | |
|
|
|
L |
|
Dominion Resources |
49.390 |
Fri |
1.69 |
47.920 |
3.07 |
51.310 |
-3.390 |
-6.61 |
|
-0.73 |
| | |
|
|
|
S |
|
Atmos Energy |
115.560 |
Fri |
0.86 |
113.060 |
2.21 |
119.690 |
-6.630 |
-5.54 |
|
-1.38 |
| | |
|
|
|
L |
|
NextEra Energy |
64.180 |
Fri |
0.27 |
62.750 |
2.28 |
72.660 |
-9.910 |
-13.64 |
|
-1.46 |
| | |
|
|
|
S |
|
Southern |
71.600 |
Fri |
1.46 |
68.390 |
4.69 |
70.180 |
-1.790 |
-2.55 |
|
-1.72 |
| | |
|
|
|
|
|
Consolidated Edison |
92.060 |
Fri |
1.28 |
89.320 |
3.07 |
92.420 |
-3.100 |
-3.35 |
|
-1.92 |
| | |
|
|
|
S |
|
Sempra |
69.145 |
Fri |
1.03 |
68.110 |
1.52 |
73.060 |
-4.950 |
-6.78 |
|
-5.88 |
| | |
|
|
|
L |
|
Exelon |
37.025 |
Fri |
0.94 |
36.270 |
2.08 |
41.780 |
-5.510 |
-13.19 |
|
-6.55 |
| | |
|
|
|
L |
|
AES |
16.335 |
Fri |
0.40 |
16.160 |
1.08 |
21.380 |
-5.220 |
-24.42 |
|
-10.01 |
| | |
|
|
|
S |
|
Xcel Energy |
54.260 |
Fri |
0.93 |
53.170 |
2.05 |
63.210 |
-10.040 |
-15.88 |
|
-11.65 |
| | |
|
|
|
|
|
American Water |
118.620 |
Fri |
1.08 |
115.980 |
2.28 |
144.070 |
-28.090 |
-19.50 |
|
-12.33 |
| DJUA - 15 out of 15 instruments rated - 4/15/24 / 7/17/23 - 2 did rise, Market-Ratio(39) = 13.33 % |
| Stock Exchange Currency: USD $ Dollar |
Technical Chart
Transactions Dow Jones Utility Average * S39 - 6 ex 2 (1)
|
⇐ |
| |
| L/S | date buy | date sell | days | | instrument | spl | pieces | | prc buy | prc sell | ps short | prc diff | d % | asset | yield | |
| 1/02/06 |
8/04/08 |
945 |
|
- cash - |
| short |
8/04/08 |
8/11/08 |
7 |
|
|
|
AES |
100 |
668 |
|
14.960 |
15.890 |
14.030 |
-0.930 |
-6 |
9,379 |
-96 |
|
| 8/11/08 |
9/08/08 |
28 |
|
- cash - |
| |
9/08/08 |
12/01/08 |
84 |
|
|
|
AES |
100 |
627 |
|
14.950 |
6.910 |
32.345 |
17.395 |
116 |
20,285 |
2,760 |
|
| 12/01/08 |
1/12/09 |
42 |
|
- cash - |
| |
1/12/09 |
4/06/09 |
84 |
|
|
|
AES |
100 |
2,289 |
|
8.860 |
6.280 |
12.500 |
3.640 |
41 |
28,617 |
346 |
|
| 4/06/09 |
4/20/09 |
14 |
|
- cash - |
| |
4/20/09 |
5/04/09 |
14 |
|
|
|
AES |
100 |
4,362 |
|
6.560 |
8.110 |
5.010 |
-1.550 |
-24 |
21,856 |
-100 |
|
| 5/04/09 |
5/11/09 |
7 |
|
- cash - |
| |
5/11/09 |
6/15/09 |
35 |
|
|
|
FirstEnergy |
100 |
524 |
|
41.670 |
39.410 |
44.060 |
2.390 |
6 |
23,108 |
79 |
|
| 6/15/09 |
9/07/15 |
2275 |
|
- cash - |
| |
9/07/15 |
9/14/15 |
7 |
|
|
|
AES |
100 |
2,095 |
|
11.030 |
11.070 |
10.990 |
-0.040 |
0 |
23,024 |
-17 |
|
| 9/14/15 |
9/28/15 |
14 |
|
- cash - |
| |
9/28/15 |
10/05/15 |
7 |
|
|
|
AES |
100 |
2,347 |
|
9.810 |
10.270 |
9.350 |
-0.460 |
-5 |
21,945 |
-92 |
|
| 10/05/15 |
3/23/20 |
1631 |
|
- cash - |
| |
3/23/20 |
3/30/20 |
7 |
|
|
|
PSEG |
100 |
595 |
|
36.860 |
44.510 |
29.210 |
-7.650 |
-21 |
17,393 |
-100 |
|
| 3/30/20 |
5/29/23 |
1155 |
|
- cash - |
| |
5/29/23 |
6/05/23 |
7 |
|
|
|
Dominion Resources |
100 |
348 |
|
49.860 |
50.500 |
49.220 |
-0.640 |
-1 |
17,170 |
-49 |
|
| 6/05/23 |
6/12/23 |
7 |
|
- cash - |
| |
6/12/23 |
6/19/23 |
7 |
|
|
|
Dominion Resources |
100 |
327 |
|
52.500 |
53.330 |
51.670 |
-0.830 |
-2 |
16,899 |
-56 |
|
| 6/19/23 |
10/02/23 |
105 |
|
- cash - |
| |
10/02/23 |
11/06/23 |
35 |
|
|
|
AES |
100 |
1,193 |
|
14.160 |
16.340 |
11.980 |
-2.180 |
-15 |
14,298 |
-83 |
|
| 11/06/23 |
1/22/24 |
77 |
|
- cash - |
| |
1/22/24 |
2/26/24 |
35 |
|
|
|
NextEra Energy |
100 |
251 |
|
56.850 |
55.150 |
58.602 |
1.752 |
3 |
14,738 |
37 |
|
| 2/26/24 |
4/20/24 |
54 |
|
- cash - |
| accum | 8/04/08 |
2/26/24 | 329 |
days out of 6683 invested (5%) |
47 |
14,738 |
54 |
|
Instrument Related Contribution
| instrument | L/S | date buy | date sell | days | prc buy | prc sell | ps short | prc diff | d % | | | total |
| AES | short | 8/04/08 | 8/11/08 | 7 | 14.96 | 15.89 | 14.03 | -0.93 | -6.22 | | | |
| | | 9/08/08 | 12/01/08 | 84 | 14.95 | 6.91 | 32.34 | 17.39 | 116.35 | | | |
| | | 1/12/09 | 4/06/09 | 84 | 8.86 | 6.28 | 12.50 | 3.64 | 41.08 | | | |
| | | 4/20/09 | 5/04/09 | 14 | 6.56 | 8.11 | 5.01 | -1.55 | -23.63 | | | |
| | | 9/07/15 | 9/14/15 | 7 | 11.03 | 11.07 | 10.99 | -0.04 | -0.36 | | | |
| | | 9/28/15 | 10/05/15 | 7 | 9.81 | 10.27 | 9.35 | -0.46 | -4.69 | | | |
| | | 10/02/23 | 11/06/23 | 35 | 14.16 | 16.34 | 11.98 | -2.18 | -15.40 | | | 75.65 |
| FirstEnergy | | 5/11/09 | 6/15/09 | 35 | 41.67 | 39.41 | 44.06 | 2.39 | 5.73 | | | 5.73 |
| NextEra Energy | | 1/22/24 | 2/26/24 | 35 | 56.85 | 55.15 | 58.60 | 1.75 | 3.08 | | | 3.08 |
| Dominion Resources | | 5/29/23 | 6/05/23 | 7 | 49.86 | 50.50 | 49.22 | -0.64 | -1.28 | | | |
| | | 6/12/23 | 6/19/23 | 7 | 52.50 | 53.33 | 51.67 | -0.83 | -1.58 | | | -2.84 |
| PSEG | | 3/23/20 | 3/30/20 | 7 | 36.86 | 44.51 | 29.21 | -7.65 | -20.75 | | | -20.75 |
Annotations
| 8/22/23 | Sempra | | | stock split 1:2 (two for one) |
|
